Senior Deal Writer : Mid-Corp

Job Classification
Job Family - Investment Banking
Career Stream - Specialised Finance
Leadership Pipeline - Manage Self : Professional
FAIS Affected

Job Purpose
To assist with conceptualising; identifying; developing and executing profitable Structured Finance solutions; in line with the client business strategy.

Job Responsibilities

1. Achieve financial results set by management by assisting principals in securing mandates which contribute to improved client service.
2. Assist in the structuring of deals and advising clients on funding options by originating, arranging, implementing, and refinancing Structured Finance transactions for clients cost-effectively, on time, and within risk parameters.
3. Maintain market share of Structured Finance deals being accepted and implemented through client pitches.
4. Assist in the structuring, origination, implementation, and monitoring of deals, taking corrective action when required; by assisting in compiling and pitching presentations to prospective clients; compiling credit papers for presentation to Credit Committee for new and existing deals and assisting Transaction Management, Finance and other stakeholders on the implementation of deals.
5. Cross-sell other products offered by the client by keeping abreast of the client's offerings in terms of quality, cost, business expectations, and compliance.
6. Support effective execution of transactions, complying with risk standards; monitoring and taking corrective action when required by modelling, researching, analysing investment proposals, and executing legal agreements.
7. Improve deal origination by providing multidisciplinary solutions, identifying and resolving work problems and delivering the required output to clients; and refining and enhancing coverage.
8. Ensure deals are implemented appropriately; and adhere to policies, procedures and regulatory requirements by developing, maintaining, and running risk and pricing models.
9. Build and maintain sound professional relationships by understanding client needs and consistently meeting their needs.
10. Develop collaborative client and internal relationships by providing high quality advice, execution, and delivery on new and existing transactions meeting business needs.
11. Meet and exceed client needs constantly by maintaining open channels of communication with internal stakeholders and ensuring smooth workflow.
12. Contribute to a culture conducive to the achievement of transformation goals by participating in the client Culture building initiatives (e.g. staff surveys etc).
13. Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g. Green Strategy).
14. Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to the client.
15. Support the achievement of the business strategy, objectives, and values by reviewing the client and Business Unit Plan and ensuring delivered systems, processes, services, and solutions are aligned.
16. Identify training courses and career progression for self through input and feedback from management.
17. Ensure all personal development plan activities are completed within specified timeframe.
18. Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
19. Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.

Job Responsibilities Continue

People Specification

Essential Qualifications - NQF Level Advanced Diplomas / National 1st Degrees
Preferred Qualification - Honours / CFA / CA(SA) / LLB / MBA

Essential Certifications
Preferred Certifications

Minimum Experience Level
6-8 years' experience in a relevant industry or investment banking

Technical / Professional Knowledge
Business Acumen
Business principles
Business writing
Data analysis
Governance, Risk and Controls
Principles of financial management
Relevant regulatory knowledge
Relevant software and systems knowledge
Research methodology
Relevant product knowledge

Behavioural Competencies
Applied Learning
Communication
Collaborating
Building partnerships
Managing Work
Technical / Professional Knowledge and Skills